Tariff Expiration Rules in IZI
Tariff Expiration Rules in IZI
Section titled “Tariff Expiration Rules in IZI”In IZI, every tariff can be configured with one or more expiration conditions that define exactly when the paid volume becomes unavailable. When no condition is set, the tariff has no time limit and closes only when the client exhausts their purchased hours, sessions, or balance. When one or more conditions are set, the tariff expires as soon as the first condition is met — expiration logic is always OR, never AND.
Expiration rules are configured per tariff in the Tariffs section of the CRM. They work alongside the Refund Policy field, which controls what happens to the unused remainder after expiry.
Available Expiration Condition Types
Section titled “Available Expiration Condition Types”The tariff card exposes four condition types. Use one, or combine several.
| Condition | Timer starts | Typical use case |
|---|---|---|
| Expires N days after purchase | At the moment of sale | Promotional tariffs with a hard window |
| Expires N days after first use | At the client’s first session | Multipass — fair to the client |
| Expires after N hours of play | When total play time reaches the limit | Hour-bundle packages |
| Expires on a fixed date | Absolute calendar date for all holders | Seasonal passes, club-wide promotions |
Configuring Expiration by Tariff Type
Section titled “Configuring Expiration by Tariff Type”Pay-per-hour tariff
Section titled “Pay-per-hour tariff”A single-session hourly tariff does not need an expiration rule. The client pays, starts immediately, and the tariff closes when time runs out. Leave the Expiration Rules block empty.
The only exception is a “today only” promotional rate. In that case, set Expires 1 day after purchase to ensure unused paid time cannot carry over.
Multipass (hour or session bundle)
Section titled “Multipass (hour or session bundle)”For multipass the choice of trigger matters significantly. The recommended setup is Expires N days after first use — not after purchase. The reason: a client who buys a 20-hour bundle but cannot visit for a week due to illness should not start losing paid time before the first session.
To size the validity window, use this parametric formula based on your club’s average visit interval:
| Bundle size | Recommended validity formula |
|---|---|
| Small (up to ~5 sessions) | avg interval between visits × sessions × 1.5 |
| Medium (5–15 sessions) | avg interval × sessions × 2 |
| Large (15+ sessions) | avg interval × sessions × 2.5 |
Example: if your average client visits once a week and buys a 10-session pass, the calculated window is 10 × 7 × 2 = 140 days. A club where clients come 2–3 times per week would close the same pass faster. You can find your actual average visit interval in visit frequency analytics.
For a full walkthrough of multipass pricing and promotion strategy, see the sell-multipass playbook.
Bonus tariff
Section titled “Bonus tariff”Bonus time — whether assigned by automation or granted manually — must have an explicit expiration. Without one, accumulated bonus balances become a permanent liability on your club’s books that never settles.
Size the window around average visit frequency:
- Clients visit weekly → set 3–6 cycles (3–6 weeks)
- Clients visit every 2 weeks → set 2–4 cycles (1–2 months)
Too short an expiry frustrates clients; too long removes the urgency that makes a bonus effective.
Combining Conditions
Section titled “Combining Conditions”Adding multiple conditions to the same tariff gives you an OR gate: the tariff expires at whichever milestone arrives first. The most common pattern for multipass products:
10 hours of play OR 30 days from first use — whichever comes first.
This protects the club from indefinite open memberships while still giving the client a reasonable window. It also naturally caps liability: even if a client barely uses the pass, it will eventually close on the calendar condition.
What Happens to Unused Balance After Expiry
Section titled “What Happens to Unused Balance After Expiry”The Refund Policy field on the tariff card controls the fate of any remaining balance when expiration fires:
- Preserve Balance — remaining hours or sessions are frozen. The tariff can be reactivated or extended. Recommended for multipass.
- Burn Balance — unused time is cancelled at expiry. Suitable for promotional tariffs where the deadline is intentional.
- Convert to Bonus — the unused remainder is converted to bonus balance at a proportional rate. A loyalty-oriented option for clubs running rewards programs.
Related
Section titled “Related”- Tariffs: settings overview — full list of tariff parameters
- What is multipass — how session bundles work in IZI
- Refund Policy — what happens to the remaining balance at expiry
- Sell-multipass playbook
- Creating a tariff in IZI — step-by-step configuration guide
Frequently asked questions
Can a tariff be set to never expire?
Yes. If you leave all expiration conditions empty, the tariff stays active until the paid volume — hours, sessions, or balance — is fully consumed. This is the default behavior for pay-per-hour tariffs where the client pays and starts a session immediately.
What happens to an unused multipass when it expires?
It depends on the tariff's Refund Policy setting. If set to Preserve Balance, the remaining hours are frozen and can be reactivated later — the client does not lose already-paid time. If set to Burn Balance, the unused remainder is cancelled. For multipass, Preserve Balance is the client-friendly option.
Do multiple expiration conditions work as AND or OR?
OR. If you add several conditions to one tariff, it expires as soon as the first condition is met. For example, a multipass with 10 hours + 30 days from first use will close whichever comes first — hours exhausted or 30 days elapsed. Combining conditions is the standard way to prevent indefinite memberships.
How do I see which clients have tariffs expiring soon?
In the IZI CRM analytics section you can filter active tariffs by expiration date. Use this list 5–7 days before expiry to send a push notification via the IZI mobile app, prompting clients to use their remaining balance before it expires.
Which expiration trigger is fairer for the client on a multipass?
Days after first use. If you count from the purchase date, a client who buys a pass but falls ill and cannot visit for a week starts losing paid time before using a single session. Counting from first use means the clock only starts when the client actually walks in.
What is a good validity window for a bonus tariff?
Match the window to your average visit frequency. If clients typically come once every two weeks, set the bonus to expire after 1–2 months (2–4 visit cycles). Long enough that the client can realistically use it; short enough that it still creates urgency to return.
Can I combine a session limit with a calendar deadline?
Yes. Set both a session or hour limit and a days-after-first-use deadline. IZI will expire the tariff on whichever condition fires first. This is the recommended setup for all multipass products.
Where in the CRM do I find the expiration settings?
Open Tariffs in the CRM sidebar, select or create a tariff, and look for the Expiration Rules block in the tariff card. Each condition type has its own field; leave a field empty to skip that condition.